Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HEAL 4.56%
2 EDOC 4.37%
3 BKIV 3.50%
4 XHE 2.44%
5 HTEC 2.14%
6 GDOC 2.11%
7 EKG 1.43%
8 ROBO 1.36%
9 FRTY 1.33%
10 KOMP 1.16%
11 SCDS 1.04%
12 LGHT 0.99%
13 MEDI 0.75%
14 FMED 0.75%
15 MMSC 0.71%
16 HART 0.67%
17 FYC 0.65%
18 BTEC 0.54%
19 IHI 0.51%
20 PSC 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Sands Capital Management, LLC 3.18M (10.06%) 1.05M
Increased by +33.17%
Dec 31, 24
2 Vanguard Group Inc 3.14M (9.94%) 18.44K
Increased by +0.59%
Dec 31, 24
3 Mackenzie Investments 2.76M (8.76%) 1.34M
Increased by +48.63%
Dec 31, 24
4 Artisan Partners Limited Partnership 2.76M (8.75%) -17.52K
Decreased by -0.63%
Dec 31, 24
5 BlackRock Inc 2.73M (8.65%) 169.21K
Increased by +6.20%
Dec 31, 24
6 Capital Research Global Investors 1.64M (5.19%) -317.97K
Decreased by -19.42%
Dec 31, 24
7 AllianceBernstein L.P. 1.21M (3.84%) -55.42K
Decreased by -4.57%
Sep 30, 24
8 Holocene Advisors, LP 1.04M (3.30%) 124.02K
Increased by +11.89%
Jun 30, 24
9 State Street Corp 948.78K (3.01%) 39.94K
Increased by +4.21%
Dec 31, 24
10 BNP Paribas Investment Partners SA 900.12K (2.85%) 192.94K
Increased by +21.44%
Dec 31, 24
11 LTS One Management LP 774.75K (2.45%) -130.25K
Decreased by -16.81%
Sep 30, 23
12 State Street Corporation 769.23K (2.44%) -8.29K
Decreased by -1.08%
Mar 31, 24
13 Westfield Capital Management Company, L.P. 765.25K (2.42%) 236.96K
Increased by +30.97%
Dec 31, 24
14 Eventide Asset Management, LLC 739.41K (2.34%) 2.69K
Increased by +0.36%
Dec 31, 24
15 Geode Capital Management, LLC 731.47K (2.32%) -1.84K
Decreased by -0.25%
Dec 31, 24
16 Champlain Investment Partners, LLC 726.26K (2.30%) 59.16K
Increased by +8.15%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 709.01K (2.25%) 338.82K
Increased by +47.79%
Jun 30, 24
18 JPMorgan Chase & Co 706.81K (2.24%) -1.17M
Decreased by -165.89%
Dec 31, 24
19 BRAIDWELL LP 705.39K (2.23%) -77.17K
Decreased by -10.94%
Dec 31, 24
20 Amvescap Plc. 685.72K (2.17%) 101.72K
Increased by +14.83%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sands Capital Global Growth Equity 2.75M (8.70%) -179.16K
Decreased by -6.52%
Mar 31, 25
2 American Funds SMALLCAP World A 1.49M (4.73%) 573.30K
Increased by +38.38%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.01M (3.19%) 68.62K
Increased by +6.81%
Sep 30, 24
4 Canada Life US Small-Mid Cap Growth A 1.00M (3.18%) -41.02K
Decreased by -4.09%
Jan 31, 25
5 Canada Life US Small-Mid Cap Growth F 1.00M (3.18%) -41.02K
Decreased by -4.09%
Jan 31, 25
6 Vanguard Total Stock Mkt Idx Inv 992.68K (3.15%) 3.46K
Increased by +0.35%
Mar 31, 25
7 Vanguard Small Cap Index 784.32K (2.49%) -14.77K
Decreased by -1.88%
Mar 31, 25
8 iShares Russell 2000 ETF 771.78K (2.45%) 130.00
Increased by +0.02%
Apr 30, 25
9 Artisan Mid Cap Investor 651.47K (2.06%) 28.51K
Increased by +4.38%
Mar 31, 25
10 Artisan U.S. Mid-Cap Growth 651.47K (2.06%) 28.51K
Increased by +4.38%
Mar 31, 25
11 Sands Capital Global Growth A USD Acc 629.33K (1.99%) -50.32K
Decreased by -8.00%
Mar 31, 25
12 American Funds New Economy A 625.22K (1.98%) -2.34K
Decreased by -0.37%
Mar 31, 25
13 Capital Group New Economy Comp 625.22K (1.98%) -2.34K
Decreased by -0.37%
Mar 31, 25
14 Champlain Small Company Fund, LLC 567.21K (1.80%) -13.90K
Decreased by -2.45%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 480.13K (1.52%) 4.21K
Increased by +0.88%
Mar 31, 25
16 Eventide Gilead N 464.25K (1.47%) 1.69K
Increased by +0.36%
Dec 31, 24
17 Vanguard Small Cap Growth Index Inv 439.97K (1.39%) -8.94K
Decreased by -2.03%
Mar 31, 25
18 Bridge Builder Small/Mid Cap Growth 426.66K (1.35%) -6.79K
Decreased by -1.59%
Apr 30, 25
19 JPM Global Healthcare C (acc) USD 419.61K (1.33%) 0.00
Increased by 0.00%
Jan 31, 24
20 CS (Lux) Digital Health Equity SB USD 415.00K (1.31%) 0.00
Increased by 0.00%
Feb 29, 24